Fusion Family Wealth’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Fusion Family Wealth’s Portfolio SPYD Stock Details SPYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,671	Closed	-$409K	–	47
2023 Q3	$409K	Buy	11,671 +414	+4%	+$15.4K	0.05%	28
2023 Q2	$417K	Buy	11,257 +245	+2%	+$9.05K	0.05%	29
2023 Q1	$418K	Buy	11,012 +84	+0.8%	+$3.36K	0.05%	27
2022 Q4	$433K	Buy	+10,928	New	+$427K	0.06%	27
2022 Q3	–	Sell	-10,825	Closed	-$432K	–	42
2022 Q2	$432K	Buy	+10,825	New	+$466K	0.06%	25

Other funds holding SPYD

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fusion Family Wealth's SPYD Position: Q4 2023 in Review

Fusion Family Wealth sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2023, closing a stake of 11,671 shares — an estimated $409K sold.

Fusion Family Wealth first reported a position in SPYD in Q2 2022 and held it in 5 quarters. The position peaked at $433K in Q4 2022. 419 funds tracked by Wall St. Rank hold SPYD as of Q4 2023.

Fusion Family Wealth reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2023 after selling out during the quarter.
Fusion Family Wealth sold 11,671 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2023, an estimated $409K.
Fusion Family Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2022 and held it in 5 quarters.
Fusion Family Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $433K in Q4 2022.
419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2023.

Based on Fusion Family Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.